New Bookkeeping Clients
Let's get your books set up right.
Tell us about your business in one quick onboarding form, about 10 minutes. A real SMAART bookkeeper follows up within one business day to connect your accounts and walk you through what happens next.
- Secure submission· Jotform SSL + bank-grade storage
- About 10 minutes· Save partway and resume later
- Real bookkeeper follow-up· We call within one business day
Onboarding Form · Save & resume anytime
What you'll need
Have these on hand
to move fast.
Don't worry about gathering everything before you start. The form saves your progress — skip what you're missing and come back to fill it in when you have the details.
Have questions? Reach our team- Business legal name + entity type (LLC, S-Corp, sole prop, etc.)
- EIN or owner SSN (whichever applies)
- Current accounting software (QuickBooks, Xero, none, etc.)
- Bank and credit card login access or recent statements
- Prior-year financial statements or tax return (if available)
- Approximate monthly transaction volume
- Any outstanding bills, invoices, or payables
- Preferred communication method (email, phone, Slack, etc.)
Prefer to talk first?
Skip the form. Book a free 15-minute call.
We'll walk through your bookkeeping needs, recommend the right setup, and only ask you to fill out the onboarding form once we're a confirmed fit on both sides.